Merrill
47yrs
Top advisor by experience in Red Bank
29yrs
Based in Red Bank, New Jersey, John Spring is a fiduciary financial advisor with 29 years of industry experience. John has been with Epic Wealth Management since 2020; before that, John spent four years at Fountainhead Advisors. John holds the CFP® designation.
One of 722 advisors with offices in Red Bank, and one of 670 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top advisor by experience at Epic Wealth Management
Office2 Bridge Avenue, Suite 633b, Red Bank, NJ 07701
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$168,347
Advisors at the firm5
States licensed ?1 state
Services through Epic Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowEpic Wealth Management LLCCurrent firm
- 2018 – 2021Fountainhead AdvisorsPreviously
Contact John
Local office(732) 889-3344Ask for John. (732) 784-6548Main office 2 Bridge Avenue, Suite 633bRed Bank, NJ 07701Office · Get directions Firm websitewww.epicwealthmanagement.com
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call John’s local office at (732) 889-3344 or the Epic Wealth Management main office at (732) 784-6548, and ask for John Spring.
How long has John been a financial advisor?
John has been in the industry since 1997, about 29 years. Top advisor by experience at Epic Wealth Management.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Epic Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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